See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,398 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,054 | $46,173-28.4% | $170,442-80.6% | $69,631-52.5% |
| Participation rate | 55.4% | 63.9%-8.5pp | 83.6%-28.2pp | 70.7%-15.2pp |
| Annual return | 14.06% | 21.62%-7.6pp | 205.93%-191.9pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $895 | $1,610-44.4% | $5,433-83.5% | $2,032-55.9% |
| Participant deferral / active EE | $1,609 | $2,080-22.7% | $4,939-67.4% | $3,224-50.1% |
| Admin fee / account holder | $77 | $116-33.3% | $13,880-99.4% | $110-30.0% |